A complete list of active advisors currently associated with Stronghold Investment Management

Warmer can help you find a great advisor at Stronghold Investment Management or one who fits your needs even better.

Stronghold Investment Management is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management to individual clients. The firm creates individualized Investment Policy Statements and tailors model allocations, advising across mutual funds, ETFs, equities, fixed income, real estate funds, commodities and options. The firm combines multiple methods of analysis—charting, cyclical and technical analysis alongside fundamental, quantitative analysis and modern portfolio theory—and implements long‑term, short‑term and options trading strategies, including covered and uncovered option positions. It generally seeks discretionary trading authority, documents client risk tolerance in an IPS, and performs quarterly account reviews while accommodating client‑imposed restrictions when feasible. Noteworthy features relative to peers include its very small scale and recent formation: the adviser manages approximately $705,800 across three client accounts and operates with no additional staff, which the brochure notes can affect trade aggregation and operational practices. The firm requires clients to custody assets at a specific institutional custodian (Schwab Institutional), discloses receipt of related research and services, does not aggregate block trades, and discloses use of higher‑risk options strategies that can materially affect portfolio volatility.

To learn more about the advisors currently working at Stronghold Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Vasiles Athineos	Manhasset, NY	2

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